EWM

Elite Wealth Management Portfolio holdings

AUM $304M
1-Year Est. Return 27.73%
This Quarter Est. Return
1 Year Est. Return
+27.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.27M
3
+$2.77M
4
DIS icon
Walt Disney
DIS
+$2.68M
5
F icon
Ford
F
+$2.65M

Top Sells

1
+$2.65M
2
+$2.19M
3
+$1.92M
4
RTX icon
RTX Corp
RTX
+$1.9M
5
ABT icon
Abbott
ABT
+$1.85M

Sector Composition

1 Technology 17.16%
2 Consumer Discretionary 9.88%
3 Financials 9.66%
4 Consumer Staples 8.41%
5 Healthcare 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.15%
753
+53
77
$192K 0.14%
4,486
78
$186K 0.14%
3,722
-13,480
79
$183K 0.13%
3,501
-15,086
80
$181K 0.13%
13,471
-199
81
$178K 0.13%
1
82
$172K 0.13%
2,030
+30
83
$167K 0.12%
4,617
-21,181
84
$157K 0.11%
4,708
85
$155K 0.11%
2,196
+1,088
86
$154K 0.11%
2,870
-10,892
87
$149K 0.11%
4,128
88
$146K 0.11%
4,140
+1,179
89
$145K 0.11%
2,000
90
$144K 0.11%
2,219
+344
91
$143K 0.1%
1,297
-756
92
$131K 0.1%
1,834
-26,601
93
$129K 0.09%
+8,600
94
$124K 0.09%
3,427
-22,371
95
$119K 0.09%
1,654
-455
96
$116K 0.08%
5,055
97
$114K 0.08%
4,263
-28,288
98
$109K 0.08%
2,711
+361
99
$98K 0.07%
3,513
-28,541
100
$98K 0.07%
2,389
-18,564
2 3
4
5 6